WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 128 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $70,000 | -10.3% | 2,791 | -10.5% | 0.01% | -14.3% |
Q3 2021 | $78,000 | -13.3% | 3,119 | -13.2% | 0.01% | -12.5% |
Q2 2021 | $90,000 | -60.9% | 3,595 | -60.8% | 0.02% | -69.8% |
Q1 2021 | $230,000 | -46.3% | 9,166 | -46.3% | 0.05% | -50.5% |
Q4 2020 | $428,000 | -12.8% | 17,056 | -12.8% | 0.11% | -33.1% |
Q3 2020 | $491,000 | +19.8% | 19,553 | +19.7% | 0.16% | +1.9% |
Q2 2020 | $410,000 | +18.8% | 16,336 | +18.8% | 0.16% | -0.6% |
Q1 2020 | $345,000 | -27.8% | 13,746 | -92.8% | 0.16% | -11.7% |
Q4 2019 | $478,000 | +7.2% | 190,992 | +972.1% | 0.18% | -10.9% |
Q3 2019 | $446,000 | +59.3% | 17,814 | +59.5% | 0.20% | +66.1% |
Q2 2019 | $280,000 | +26.1% | 11,170 | +26.4% | 0.12% | +6.1% |
Q1 2019 | $222,000 | +94.7% | 8,838 | +95.2% | 0.11% | +52.0% |
Q4 2018 | $114,000 | +1040.0% | 4,527 | +1028.9% | 0.08% | +1150.0% |
Q3 2018 | $10,000 | – | 401 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Titan Capital Management, LLC /TX | 615,556 | $15,450,000 | 16.09% |
New Perspectives, Inc | 718,263 | $18,036,000 | 14.00% |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 337,294 | $8,469,000 | 2.74% |
Clearview Wealth Advisors LLC | 157,934 | $3,966,000 | 2.45% |
United Asset Strategies, Inc. | 589,115 | $14,793,000 | 1.97% |
Richard Bernstein Advisors LLC | 3,641,271 | $91,431,000 | 1.90% |
Addison Advisors LLC | 84,998 | $2,134,000 | 1.72% |
FURE FINANCIAL CORP | 87,818 | $2,205,000 | 1.60% |
Centennial Wealth Advisory LLC | 98,327 | $2,469,000 | 1.54% |
Newport Wealth Strategies, Inc. | 89,373 | $2,244,000 | 1.30% |